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 Fundsupermart.com v15, 基金超市第十五章 - Rise the Dragon

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yeowhock
post Sep 29 2016, 05:43 PM

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QUOTE(dasecret @ Sep 29 2016, 02:40 PM)
user posted image
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how did you generate the correlation table? i login into Morningstar -> created a portfolio -> X-ray, but the correlation table is not there am i looking at the correct section? confused.gif confused.gif confused.gif
yeowhock
post Sep 29 2016, 06:26 PM

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QUOTE(dasecret @ Sep 29 2016, 05:47 PM)
See the pdf document on top. The correlation table is inside the pdf document
Anyway this table not generated by me. The one from free Morningstar account is in USD terms and will show 0.8x
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still no where to be seen, please spoon feed further ;p , actually I was trying to see the correlation between CIMB Asia Pacific Dynamic Income and RHB Islamic Regional Balanced fund, although i can compare both at the country allocation from their fact sheets, just wanna know an alternative tool smile.gif
yeowhock
post Oct 10 2016, 02:26 PM

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QUOTE(AIYH @ Oct 9 2016, 10:17 PM)
CIMB-Principal Asia Pacific Dynamic Income Fund (28.79%)
RHB Asian Income Fund (6.18%)
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i have this balanced fund RHB Islamic Regional instead, to pair with my CIMB APDI
This fund has a bigger exposure towards lower region of Asia, mainly Thailand, Indonesia and Philippines.
Having it since September last year, it has been tanking till recently, around 3months ago, starts giving more profits
ROI is at 3.65% since i bought it, dca monthly for first 6 months then i leave it, no top up since the last dca
is currently at 7% of my portfolio, ya i know the return is not much, but the reason i bought it was to have a bigger exposure on the lower region of Asia, specifically on Indonesia

On the bond side, it has some exposure in Asia bonds, and i pair it with RHB EM bond which i bought just 3 months ago
yeowhock
post Oct 10 2016, 04:18 PM

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QUOTE(AIYH @ Oct 10 2016, 03:24 PM)
But it is quite heavy on Malaysia exposure  tongue.gif
Yup, it has been consistently exposed to Malaysia at around 1/3 of the fund, i aim to maintain this fund less than 10%, because i only have Kenanga Growth and RHB Islamic Bond + Libra Asnita, just nice i guess wink.gif
Is it your preference on islamic compliance or SEA bond exposure?  smile.gif
Nope I dont really care Islamic compliant or not ;p As long I happy with the return then good fund lor, but now not so happy ;( so lets see how it perform
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yeowhock
post Oct 10 2016, 07:11 PM

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QUOTE(AIYH @ Oct 10 2016, 04:25 PM)
What is your risk appetite?  smile.gif

If you can stomach the volatility and all for return, I may suggest either APDIF or affin quantum, both not bad and have some SEA exposure like thailand, philipines and indonesia  smile.gif

Or if you want, I may suggest RHB Indonesia Equity fund  smile.gif
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I think i belong to the conservative side, but i have 1 high risk fund, rhb china india dynamic, since January last year, 7.5% in pfolio, okla im comfortable with it now, so thats my limit smile.gif my bond holdings is at 40% hahah

Im done with Asia, don't think will add more fund, also done with single country fund, got KGF enough d, actually that China-India i also consider as single country fund, so i just play with the allocation for now smile.gif

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